Advocis Toronto's International Women's Day

Advocis Toronto's International Women's Day

Join us for an exciting in-person event at Advocis Toronto’s International Women’s Day.

By Advocis Toronto Chapter

Date and time

Thu, Mar 6, 2025 9:00 AM - 2:30 PM EST

Location

Toronto Cricket Skating and Curling Club

141 Wilson Avenue Toronto, ON M5M 3A3 Canada

Refund Policy

Refunds up to 3 days before event

Agenda

9:00 AM - 10:00 AM

REGISTRATION

10:00 AM - 10:10 AM

OPENING

10:10 AM - 10:40 AM

SESSION 1 (30 Minutes)

Kim O'Connell


Presentation Title: The (near) Death of a Saleswoman

10:40 AM - 11:10 AM

SESSION 2 (30 Minutes)

Lindsay Stollery Jephcott


Topic: Women's Health

11:10 AM - 11:30 AM

Break/Networking

11:30 AM - 12:00 PM

SESSION 3 (30 Minutes)

Tina Tehranchian


Topic: Have No Fear And Follow Your Passion

12:00 PM - 1:00 PM

Lunch

1:00 PM - 2:00 PM

SESSION 4 (1 Hour)

Desjardins


Desjardins Discovery Series: Unplugged

2:00 PM - 2:30 PM

SESSION 5 (30 Minutes)


Speakers Panel

About this event

  • Event lasts 5 hours 30 minutes

Advocis Toronto's International Women's Day

- Sponsored by Desjardins
- Breakfast and Lunch Included ☕️ 🍳🌯🥪

Join us on March 6th, 2025 for a transformative in-person event that promises to ignite your passion, elevate your career, and connect you with an inspiring community of women in the financial services industry.

  • Thursday, March 6th, 2025
  • 9:00 AM - 2:30 PM
  • Toronto Cricket Skating & Curling Club: 141 Wilson Ave., Toronto, ON M5M 3A3


🎟️ TICKET DETAILS

Purchase Your Table or Ticket NOW! Spaces are limited and the anticipation is high. Secure your table or ticket and be part of an event that’s set to shape the future of women in financial services. Let's come together to empower, inspire and connect.

✅ As a benefit of membership, Advocis Members attend this event at a discounted rate!

- Breakfast and Lunch included with all tickets ☕️ 🍳🌯🥪


| ADVOCIS MEMBER RATE: $25 (+HST and ticket fees)
| ADVOCIS MEMBER TABLE OF 8: $160 (+HST and ticket fees)

👉 During checkout please use your Advocis ID as the promotional code to unlock your member rate.


| Non-Member Rate: $65 (+HST and ticket Fees)
| Non-Member Table Of 8 : $480 (+HST and ticket Fees)


  • Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you.

Limited tickets are available on a first-come, first-serve basis. MUST purchase by March 2, 2025, at 12:00 P.M.


CE REQUIREMENTS

This event is pending approval of 2 - 3 CE Credits by The Institute.
**You must provide your Advocis ID when registering to be eligile to recieve CE Credit
**In order to receive your CE certificate your information may be provided to a third party provider.

Registration Requirements:

1. Enter your Advocis ID on the registration form.
**If ID is inaccurate or not provided at registration you will not be eligible for CE Credit.

a. If you have forgotten your Advocis ID, please click here to recover.

b. If you do not have an Advocis ID number please complete this form to request one.

2. Attend the webinar using the email address entered on your registration form

a. If you would like to be extended the member pricing, please join here.

Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.


SPEAKERS/PRESENTERS

Lindsay Stollery Jephcott
Cofounder. MBA, ICD.D

TOPIC: WOMEN'S HEALTH

A passionate philanthropist and advocate for women’s health, Lindsay is a founding partner and board chair of Lume Women + Health, a healthcare destination for women led by female MDs to empower healthy aging with personalized, preventive and holistic care.

Lindsay is the former Chief Investment Officer of the Angus Glen and Kylemore Group of

Lindsay chairs the board of Clearview Resources and sits on the Angus Glen and Kylemore group of company boards. She was formerly on the Audit and Finance Committee of the Sunnybrook Foundation and co-chairs the Sunnybrook Women’s health classic golf event raising money for women’s health initiatives.

Lindsay holds an MBA from The Rotman School of Management and is a member of the Institute of Corporate Directors as well as UK Institute of Directors designation (IOD).

Lindsay formerly served on the board of Canada Company, and on the board of governors of the Rothesay Netherwood School. She was formerly a member of the board of governors for the Alberta Business Hall of Fame.

In 2021 Lindsay published a children’s novel “Adventure Van and the Travelling Clan.”


Tina Tehranchian, C.M.
CFP®, CLU®, CHFC®, CIM®, MFA-PTM (Philanthropy)
Senior Wealth Advisor
Assante Capital Management Ltd.

TOPIC OF PRESENTATION: HAVE NO FEAR AND FOLLOW YOUR PASSION

A wealth advisor since 1991 and an FP Canada™ Fellow, Tina is an expert in wealth planning for business owners as well as in devising charitable tax planning strategies and helping philanthropists multiply their bequests to charities while reducing their taxes and leaving greater inheritances for their beneficiaries. In 2024, Tina was appointed to the Order of Canada.Tina has been referred to as an “expert” and “veteran” financial advisor by the likes of The Globe and Mail, The Toronto Star, and BNN Bloomberg, and is regularly consulted by these and a host of other acclaimed publications and media outlets such as The Wall Street Journal, The National Post, and the CBC, amongst many others. Tina’s articles have been published in several national publications such as the Canadian Business Journal and Canadian Family Offices magazine. In addition, she has taught personal financial planning at Centennial College’s Centre for Entrepreneurship for over a decade.

Tina is a FP Canada™ Fellow (formerly Fellow of FPSC™) and was among the first-ever group of Certified Financial Planner (CFP®) professionals in Canada to receive the Fellow of FPSC™ distinction from the Financial Planners Standards Council in 2011.

In 2020, Tina became the first Canadian to be selected as the Top Senior Wealth Advisor of the Year by the International Association of Top Professionals (IAOTP). Amongst the numerous other awards she has received are the Women's Executive Network's Canada's Most Powerful Women : Top 100 Award (2020), Women in Finance Awards Canada’s Financial Advisor of the Year Award (2019), and The International Alliance for Women’s World of Difference Award (2019). In 2023 and 2024 Tina was selected as one of the Top 50 Women in Wealth and in 2024 she was selected as one of the Best Advisors in Ontario - 5 Star Advisors by Wealth Professional. In 2024 she received a Lifetime Achievement Award from the International Association of Top Professionals (IAOTP) based on her longevity in her field, her contributions to society, and her impact on her industry.

Since 2000, Tina has helped raise millions of dollars for various charities and has served on the boards of The McMichael Canadian Art Collection, the Mackenzie Health Foundation, the Fort York Foundation, Seneca College, Art Canada Institute, and the Encyclopaedia IranicaFoundation, amongst other charities. She currently serves on the Fundraising Advisory Board of The Princess Margaret Cancer Foundation and served as chair of the ONE LIFE gala committee, a fundraiser in support of the Foundation, in 2022 and 2023.



QUESTIONS

If you have any questions or concerns regarding this event, please reach out to the Advocis Toronto at: Toronto@advocischapter.ca

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Advocis Toronto International Women's Day is sponsored by Desjardins

Organized by

The Toronto Chapter of Advocis, The Financial Advisors Association of Canada, is the largest local chapter in Canada, representing Advocis members in the City of Toronto and surrounding metropolitan area. We are a voluntary professional association of financial and insurance advisors, committed to representing the interests of its members and their clients. Advocis is the premier provider of professional development programs, and sets a high level of ethical and market conduct standards as a mandate for its membership. Advocis provides a strong advocate for the financial services sector and the consumer public in Canada.

Our name represents what our members do best — Advice and Advocacy. And our positioning line — Listening First — underscores that commitment to professionalism. Advocis carries on the tradition of effectively representing its members' interests with all levels of government, regulators, and industry, always with the intention of putting the interests of consumers first.

Advocis Toronto is led by a volunteer board of directors made up of members within the chapter who have committed time to ensure that our members have the opportunity to network, receive valuable continuing education credits and hear leading technical and motivational experts in a variety of programs offered by the chapter.

From $72.99